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Best financial advisors in Kettering, MD

Registered advisers within 25 miles of Kettering, MD.

Offices
1,592
Firms
686
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.87M
3,874,656 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MML INVESTORS SERVICES, LLC
BEACON POINTE ADVISORS, LLC
THE EDGAR LOMAX COMPANY
ADVISORS FINANCIAL, INC.
KIRK INVESTMENT ADVISORS LLC
INDEPENDENT FINANCIAL GROUP, LLC
INTEGRITY ADVISORY SOLUTIONS
LPL FINANCIAL LLC
INVESTMENT & RESOURCE PLANNING
AVESTA VENTURE ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
CAPTRUST
WORLD INVESTMENT ADVISORS, LLC

Investors

DAVID HILTON WHITE
David Neal Greeley
Christopher Michael Sheeler
MICHAEL ROBERT ACHATZ
Garrett Douglas Conn
RANDALL CLARK ZINN
WILLIAM ANDREW STANIK
JUSTIN TAYLOR
JAMES MARK LEE
Brian Keeney
JOHN PATRICK KEENEY
Grace Kathryn Boyle
Nathan Patrick Keeney
ZACHARY Oliver BOLEYN
SUSAN L WARREN
CHRISTOPHER JOSEPH KIRK
PAUL GERARD HILBERT
KAREN LYNN BRELSFORD
Amy Lazas
LEE VINCENT DEMMA
DEBORAH MARY MARSON
Andrew O OMIDVAR
STACEY LYNN STEIN
HAKIMA BENCHALH
JOHN ROBERT TAYLOR
ELADIO ARTURO SANTIAGO
JOHN RANDALL ZICK
MICHAEL BALAKIRSKY
PARTHA RAVINDRA SHASTRI
KATHERINE JOSENY HERNANDEZ MONTESFLORES
NABIH GEORGE NABTI

Within 25 miles of Kettering, MD, Best Investors lists 686 registered investment advisory firms with 1,592 offices nearby, managing about $21.0T in combined regulatory AUM across 3,874,656 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Kettering

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM